Best Investors Account Sign in

Best financial advisors in Old Salem, TX

Registered advisers within 50 miles of Old Salem, TX.

Offices
160
Firms
42
Combined AUM
$8.87T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,010,303 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SPINDLETOP COMMONWEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
BEAUMONT ASSET MANAGEMENT, LLC
NEWEDGE ADVISORS
ASSET GROWTH ASSOCIATES WEALTH ADVISORS
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
STRATEGIC FINANCIAL CONCEPTS, LLC

Investors

Kristin Rusher
Tab Damon Finchum
Michael Ray Broussard
Jana Uribe
DANIEL ASHER WEINBAUM
KIMBERLY NICOLE SIMON
Joshua Harvey LeBlanc
Donovan Ray Weldon
DANIEL CHRISTOPHER HICKEY
MARCUS ALAN DICKERSON
Karen A Oxner
FRANCIS PIERCE COKER
Margaret Aldonse Meaux
MICHAEL LAWRENCE JORDAN
ELLEN GAYLE REYNARD
Scott Mitchell Hawk
ANGELA LYNN WHITE
Walter Dixon Smith
Taylor Martin
JEFFREY WAYNE LEWIS
Allen Joel Istre
Jordan Godeaux
Brooke Allyson Pleasant
Cameron P Quesnel
JASON TODD DICKERSON
RYAN CHARLES HARKEY
TERRY STEVEN WHIDDON
ROBERT SHANE MCLAMORE
TIMOTHY ALLEN HOLT
HEATHER Marie CRAVY
CHRISTOPHER H HOWELL OHMSTEDE
STEPHEN EDWARD CORNWELL
CRAIG THOMAS VANDEGRIFT
SCOTT ALLEN WILSON
WENDY L NOBLES
Lori Beth Thompson
ALICE MARIE HOLCOMB
GRETCHEN ELAINE HARGRODER
CHARLES EDWARD SCARBROUGH
EDEN ELIZABETH SOLINSKY
JEFFERY LYLE SOLINSKY

Within 50 miles of Old Salem, TX, Best Investors lists 42 registered investment advisory firms with 160 offices nearby, managing about $8.87T in combined regulatory AUM across 1,010,303 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Old Salem

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM